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Rockbridge Investment Management’s Tesla TSLA Stock Holding History

Rockbridge Investment Management’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.75M Buy
4,156
+32
+0.8% +$12.7K 0.14% 48
2026
Q1 		$1.53M Sell
4,124
-162
-4% -$66.7K 0.14% 48
2025
Q4 		$1.93M Sell
4,286
-143
-3% -$63.4K 0.18% 42
2025
Q3 		$1.97M Sell
4,429
-179
-4% -$62.1K 0.19% 42
2025
Q2 		$1.46M Sell
4,608
-12
-0.3% -$3.62K 0.16% 47
2025
Q1 		$1.2M Sell
4,620
-78
-2% -$26K 0.14% 52
2024
Q4 		$1.9M Sell
4,698
-91
-2% -$29.3K 0.24% 40
2024
Q3 		$1.25M Buy
4,789
+530
+12% +$121K 0.16% 53
2024
Q2 		$843K Buy
4,259
+3
+0.1% +$524 0.12% 58
2024
Q1 		$748K Sell
4,256
-330
-7% -$64.5K 0.11% 61
2023
Q4 		$1.14M Buy
4,586
+302
+7% +$71.8K 0.17% 47
2023
Q3 		$1.07M Hold
4,284
– – 0.19% 48
2023
Q2 		$1.12M Buy
4,284
+4
+0.1% +$800 0.2% 45
2023
Q1 		$888K Buy
4,280
+1,070
+33% +$187K 0.16% 51
2022
Q4 		$395K Hold
3,210
– – 0.08% 77
2022
Q3 		$851K Buy
3,210
+708
+28% +$198K 0.2% 49
2022
Q2 		$562K Buy
2,502
+366
+17% +$99.9K 0.12% 61
2022
Q1 		$772K Sell
2,136
-153
-7% -$47.7K 0.12% 77
2021
Q4 		$806K Buy
2,289
+36
+2% +$12.1K 0.12% 82
2021
Q3 		$582K Sell
2,253
-30
-1% -$7.06K 0.1% 85
2021
Q2 		$517K Buy
2,283
+93
+4% +$20.2K 0.09% 92
2021
Q1 		$488K Sell
2,190
-903
-29% -$227K 0.09% 91
2020
Q4 		$728K Sell
3,093
-30
-1% -$5.12K 0.15% 69
2020
Q3 		$447K Sell
3,123
-57
-2% -$6.73K 0.11% 89
2020
Q2 		$229K Buy
+3,180
New +$172K 0.06% 113

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rockbridge Investment Management's TSLA Position: Q2 2026 in Review

Rockbridge Investment Management increased its Tesla (TSLA) stake by 0.78% in Q2 2026, buying an estimated $12.7K and bringing the position to 4,156 shares worth $1.75M. The position accounts for 0.14% of the portfolio, ranked #48.

Rockbridge Investment Management first reported a position in TSLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.97M in Q3 2025. 4,314 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Rockbridge Investment Management held 4,156 shares of Tesla worth $1.75M as of Q2 2026.
  • Rockbridge Investment Management bought 32 Tesla shares in Q2 2026, an estimated $12.7K.
  • Tesla made up 0.14% of Rockbridge Investment Management's portfolio in Q2 2026, its #48 holding.
  • Rockbridge Investment Management first reported a position in Tesla in Q2 2020 and has held it in 25 quarters since.
  • Rockbridge Investment Management's Tesla position peaked at $1.97M in Q3 2025.
  • 4,314 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.